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Clarity Wealth Advisors’s Citigroup C Stock Holding History

Clarity Wealth Advisors’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Sell
78,076
-2,079
-3% -$271K 1.93% 21
2026
Q1 		$9.09M Sell
80,155
-897
-1% -$102K 1.87% 22
2025
Q4 		$9.46M Sell
81,052
-95
-0.1% -$9.87K 1.93% 22
2025
Q3 		$8.24M Sell
81,147
-958
-1% -$90.9K 1.82% 22
2025
Q2 		$6.99M Buy
82,105
+1,288
+2% +$93.1K 1.72% 22
2025
Q1 		$5.74M Buy
80,817
+1,173
+1% +$89.4K 1.59% 23
2024
Q4 		$5.61M Buy
79,644
+4,012
+5% +$270K 1.53% 24
2024
Q3 		$4.73M Buy
75,632
+5,270
+7% +$326K 1.38% 26
2024
Q2 		$4.47M Sell
70,362
-1,646
-2% -$101K 1.44% 24
2024
Q1 		$4.55M Buy
72,008
+3,040
+4% +$169K 1.54% 22
2023
Q4 		$3.55M Buy
68,968
+2,797
+4% +$124K 1.34% 22
2023
Q3 		$2.72M Buy
66,171
+6,259
+10% +$275K 1.23% 24
2023
Q2 		$2.76M Buy
59,912
+4,995
+9% +$234K 1.24% 23
2023
Q1 		$2.58M Buy
54,917
+4,290
+8% +$211K 1.31% 21
2022
Q4 		$2.29M Sell
50,627
-1,331
-3% -$60.5K 1.32% 20
2022
Q3 		$2.17M Buy
51,958
+4,166
+9% +$206K 1.3% 21
2022
Q2 		$2.2M Buy
47,792
+2,574
+6% +$129K 1.26% 21
2022
Q1 		$2.41M Buy
45,218
+3,281
+8% +$203K 1.15% 24
2021
Q4 		$2.53M Buy
41,937
+835
+2% +$55.5K 1.18% 25
2021
Q3 		$2.88M Buy
41,102
+3,678
+10% +$257K 1.42% 20
2021
Q2 		$2.65M Buy
37,424
+1,991
+6% +$147K 1.37% 22
2021
Q1 		$2.58M Buy
35,433
+1,477
+4% +$98.6K 1.47% 21
2020
Q4 		$2.09M Buy
33,956
+1,290
+4% +$65.6K 1.27% 24
2020
Q3 		$1.41M Buy
32,666
+152
+0.5% +$7.57K 1.01% 27
2020
Q2 		$1.66M Buy
32,514
+5,048
+18% +$240K 1.31% 26
2020
Q1 		$1.16M Buy
27,466
+189
+0.7% +$12.7K 1.2% 24
2019
Q4 		$2.18M Buy
+27,277
New +$2.02M 1.83% 18

Other funds holding C

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $7.04B AUM 28% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Clarity Wealth Advisors's C Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Citigroup (C) stake by 2.6% in Q2 2026, selling an estimated $271K and leaving 78,076 shares worth $10.9M. The position accounts for 1.93% of the portfolio, ranked #21.

Clarity Wealth Advisors first reported a position in C in Q4 2019 and has held it in 27 quarters since. 1,179 funds tracked by Wall St. Rank hold C as of Q2 2026.

  • Clarity Wealth Advisors held 78,076 shares of Citigroup worth $10.9M as of Q2 2026.
  • Clarity Wealth Advisors sold 2,079 Citigroup shares in Q2 2026, an estimated $271K.
  • Citigroup made up 1.93% of Clarity Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Clarity Wealth Advisors first reported a position in Citigroup in Q4 2019 and has held it in 27 quarters since.
  • 1,179 funds tracked by Wall St. Rank held Citigroup as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.